Key Roles / Responsibilities

- Plan the day’s work with emphasis on leads to be contacted basis the importance of the Wealth Advisory funnel and size
- Identify fitment of Wealth Advisory products matching the client’s investing goals
- Interact with potential customers with the emphasis on high quality lead conversions.
- Proactively follow up leads assigned by Wealth Advisory Head and report the progress with mitigation plan on how to achieve the results as well.
- Work closely with the Wealth Advisory Head to achieve Wealth Advisory objectives.
- Contribute to the team performance by sharing and implementing Best

Practice Ideas.

- Disseminate the learnings/ good practices across team(s) so that the knowledge sharing is encouraged and rewarded likewise

Requirements





- Graduate (Mandatory)
- At least 0.6 -3 years working within a Wealth Advisory workplace preferably in a proactive role in a BFSI / Finance / Marketing sector.
- Fluency in English, Hindi & any one regional language
- Excellent communication skills – verbal and written communication skills
- High degree of accuracy
- Willing and able to work extra hours on occasions to complete tasks
- Willing and able to attend company meetings which take place outside of normal working hours (approx. one per month)
- Joining Time: ASAP

📌 Wealth Manager (Mumbai)
🏢 Equentis
📍 Mumbai